How big is Marshall Morgan ERB Design Inc.'s plan?

Marshall Morgan ERB Design Inc.'s plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20251002071244NAL0000125233001

Marshall Morgan ERB Design Inc.

Name: Marshall Morgan ERB Design Inc. — Marshall Morgan, Form 5500 (2024)
Creator: Marshall Morgan ERB Design Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marshall Morgan ERB Design Inc. 401(k) Plan

401(k) retirement plan · Marshall Morgan ERB Design Inc.'s Marshall Morgan ERB Design Inc. 401(k) Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Alyssa Chellew signed Marshall Morgan ERB Design Inc.'s 2024 Form 5500 as plan administrator.

Alyssa Chellew — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marshall Morgan ERB Design Inc.'s EIN is 36-4273941.

EIN 36-4273941

Plan number 001

Plan year 2024

ACK ID 20251002071244NAL0000125233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marshall Morgan ERB Design Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marshall Morgan ERB Design Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score